VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.12%
8,719
+309
152
$1.44M 0.12%
20,520
+5,633
153
$1.41M 0.11%
8,738
+1,134
154
$1.41M 0.11%
14,594
-2,039
155
$1.39M 0.11%
30,484
-5,652
156
$1.39M 0.11%
16,910
+963
157
$1.36M 0.11%
76,219
-173,323
158
$1.32M 0.11%
16,591
-2,595
159
$1.31M 0.11%
19,515
+803
160
$1.28M 0.1%
89,991
+2,092
161
$1.27M 0.1%
18,237
+3,067
162
$1.25M 0.1%
41,134
-141,177
163
$1.25M 0.1%
+14,961
164
$1.24M 0.1%
5,458
-181
165
$1.23M 0.1%
+6,336
166
$1.21M 0.1%
4,417
+12
167
$1.2M 0.1%
8,003
-27,878
168
$1.17M 0.09%
17,726
+857
169
$1.17M 0.09%
+5,956
170
$1.16M 0.09%
+49,706
171
$1.15M 0.09%
43,855
+7,609
172
$1.15M 0.09%
29,945
-5,074
173
$1.14M 0.09%
63,627
+13,557
174
$1.11M 0.09%
+57,303
175
$1.1M 0.09%
18,648
+5,461
5 6
7
8 9